UAS
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United Asset Strategies’s Truist Financial TFC Stock Holding History

United Asset Strategies’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33,785
Closed -$1.47M – 238
2022
Q3 		$1.47M Buy
33,785
+615
+2% +$29.6K 0.23% 94
2022
Q2 		$1.57M Buy
33,170
+1,593
+5% +$78.6K 0.23% 87
2022
Q1 		$1.79M Buy
31,577
+1,063
+3% +$65.7K 0.23% 86
2021
Q4 		$1.79M Buy
30,514
+973
+3% +$59.4K 0.21% 84
2021
Q3 		$1.73M Buy
29,541
+1,504
+5% +$84K 0.22% 84
2021
Q2 		$1.56M Buy
28,037
+1,068
+4% +$62.7K 0.21% 87
2021
Q1 		$1.57M Buy
+26,969
New +$1.48M 0.23% 85
2020
Q2 		– Sell
-128,409
Closed -$3.96M – 202
2020
Q1 		$3.96M Sell
128,409
-1,534
-1% -$72.5K 0.98% 35
2019
Q4 		$7.32M Buy
129,943
+3,085
+2% +$167K 1.42% 18
2019
Q3 		$6.77M Buy
126,858
+24,240
+24% +$1.2M 1.48% 17
2019
Q2 		$5.04M Buy
102,618
+7,402
+8% +$363K 1.16% 29
2019
Q1 		$4.43M Buy
95,216
+7,713
+9% +$376K 1.04% 32
2018
Q4 		$3.79M Buy
87,503
+64,291
+277% +$3.09M 1.03% 29
2018
Q3 		$1.13M Buy
23,212
+6
+0% +$308 0.27% 90
2018
Q2 		$1.17M Sell
23,206
-2,571
-10% -$137K 0.31% 80
2018
Q1 		$1.34M Buy
+25,777
New +$1.39M 0.4% 65

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

United Asset Strategies's TFC Position: Q4 2022 in Review

United Asset Strategies sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 33,785 shares — an estimated $1.47M sold.

United Asset Strategies first reported a position in TFC in Q1 2018 and held it in 16 quarters. The position peaked at $7.32M in Q4 2019. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • United Asset Strategies reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • United Asset Strategies sold 33,785 Truist Financial shares in Q4 2022, an estimated $1.47M.
  • United Asset Strategies first reported a position in Truist Financial in Q1 2018 and held it in 16 quarters.
  • United Asset Strategies's Truist Financial position peaked at $7.32M in Q4 2019.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on United Asset Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.